Morning Memo
 
Wealth Management Morning Memo

JUNE 9, 2022

RPA EDGE

The Case Against ESG in Plan Lineups—Part 2

RPAs have a fiduciary duty to add investment return or reduce risk, which supersedes ESG interests, according to plan consultants.

FULL ARTICLE

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RIA NEWS

RIA Homrich Berg Secures $75M in Debt Financing

The deal allows $13 billion Homrich Berg to maintain majority control of the firm and fund future M&A.  

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SPONSORED CONTENT

Are You Charging Enough? Tips For Setting Fees

If you’re like most advisors, you’re separating fees for financial planning from investment management – but what’s the right price tag? Here’s how successful advisors are setting fees now.

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PHILANTHROPY

How the Legislative Long Game Could Affect Your Clients' Giving

Potential implications of Biden’s budget proposal.

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RIA EDGE PODCAST

SVB Private’s Anthony DeChellis on Embracing a Growth Mindset

The CEO of SVB Private Bank discusses how RIAs can expand through organic and inorganic strategies.

Sponsored by Schwab Advisor Services

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SPONSORED WEBINAR

The Search for Sustainable Investment Leaders

Join this webinar on June 14th for a panel discussion that will cover the current trends and key long-term themes within sustainable investing, and tools for advisors to screen for sustainable investment opportunities.

REGISTER NOW